Investors Research Corp’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
6,695
-58
| -0.9% | -$3.58K | 0.08% | 217 |
|
|
2025
Q1 | $402K | Sell |
6,753
-84
| -1% | -$5.01K | 0.09% | 217 |
|
|
2024
Q4 | $427K | Sell |
6,837
-141
| -2% | -$8.81K | 0.09% | 215 |
|
|
2024
Q3 | $435K | Sell |
6,978
-3,171
| -31% | -$198K | 0.1% | 219 |
|
|
2024
Q2 | $587K | Sell |
10,149
-12,634
| -55% | -$730K | 0.14% | 183 |
|
|
2024
Q1 | $1.39M | Sell |
22,783
-144
| -0.6% | -$8.79K | 0.33% | 61 |
|
|
2023
Q4 | $1.32M | Sell |
22,927
-43
| -0.2% | -$2.47K | 0.32% | 64 |
|
|
2023
Q3 | $1.17M | Sell |
22,970
-464
| -2% | -$23.5K | 0.3% | 70 |
|
|
2023
Q2 | $1.24M | Sell |
23,434
-617
| -3% | -$32.7K | 0.31% | 72 |
|
|
2023
Q1 | $1.2M | Sell |
24,051
-1,009
| -4% | -$50.2K | 0.31% | 76 |
|
|
2022
Q4 | $1.22M | Sell |
25,060
-57
| -0.2% | -$2.77K | 0.33% | 70 |
|
|
2022
Q3 | $1.11M | Sell |
25,117
-76
| -0.3% | -$3.34K | 0.34% | 64 |
|
|
2022
Q2 | $1.16M | Sell |
25,193
-187
| -0.7% | -$8.6K | 0.35% | 67 |
|
|
2022
Q1 | $1.39M | Sell |
25,380
-806
| -3% | -$44.1K | 0.39% | 63 |
|
|
2021
Q4 | $1.47M | Sell |
26,186
-19
| -0.1% | -$1.07K | 0.45% | 61 |
|
|
2021
Q3 | $1.36M | Sell |
26,205
-101
| -0.4% | -$5.25K | 0.46% | 60 |
|
|
2021
Q2 | $1.38M | Hold |
26,306
| – | – | 0.48% | 62 |
|
|
2021
Q1 | $1.34M | Sell |
26,306
-74
| -0.3% | -$3.77K | 0.5% | 44 |
|
|
2020
Q4 | $1.15M | Sell |
26,380
-171
| -0.6% | -$7.43K | 0.45% | 46 |
|
|
2020
Q3 | $908K | Sell |
26,551
-1,168
| -4% | -$39.9K | 0.44% | 55 |
|
|
2020
Q2 | $903K | Buy |
27,719
+7,456
| +37% | +$243K | 0.45% | 52 |
|
|
2020
Q1 | $535K | Buy |
20,263
+12,677
| +167% | +$335K | 0.33% | 98 |
|
|
2019
Q4 | $319K | Buy |
7,586
+2,666
| +54% | +$112K | 0.15% | 217 |
|
|
2019
Q3 | $194K | Buy |
4,920
+1,223
| +33% | +$48.2K | 0.1% | 269 |
|
|
2019
Q2 | $148K | Buy |
+3,697
| New | +$148K | 0.08% | 305 |
|